Morningstar Investment Management LLC - GLOBAL X FDS ownership

GLOBAL X FDS's ticker is PFFD and the CUSIP is 37954Y657. A total of 182 filers reported holding GLOBAL X FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Morningstar Investment Management LLC ownership history of GLOBAL X FDS
ValueSharesWeighting
Q1 2023$4,216
+10.4%
212,279
+7.7%
0.63%
-37.0%
Q4 2022$3,820
-99.9%
197,1890.0%1.00%
-14.7%
Q3 2022$4,044,000
-15.3%
197,189
-12.4%
1.17%
+27.6%
Q2 2022$4,777,000
+2.8%
225,214
+13.9%
0.92%
+6.8%
Q1 2022$4,648,000
-41.1%
197,780
-35.5%
0.86%
-28.3%
Q4 2021$7,896,0000.0%306,5210.0%1.20%
-10.4%
Q3 2021$7,896,000
-1.6%
306,5210.0%1.34%
+47.1%
Q2 2021$8,022,000
+2.6%
306,5210.0%0.91%
+15.7%
Q1 2021$7,819,000
+5.8%
306,521
+7.0%
0.78%
-5.5%
Q4 2020$7,393,000
-6.3%
286,561
-10.1%
0.83%
-15.5%
Q3 2020$7,894,000
+6.5%
318,829
+1.1%
0.98%
-3.9%
Q2 2020$7,414,000
+7.4%
315,4930.0%1.02%
-19.3%
Q1 2020$6,903,000
-0.3%
315,493
+14.0%
1.27%
+4.9%
Q4 2019$6,926,000
+17.5%
276,694
+17.7%
1.21%
-27.3%
Q3 2019$5,896,000
+6.7%
235,011
+4.3%
1.66%
-2.5%
Q2 2019$5,525,000225,2761.70%
Other shareholders
GLOBAL X FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Tiller Private Wealth, Inc. 603,306$15,390,00019.23%
Ratio Wealth Group 700,098$17,859,5007.46%
COLLECTIVE FAMILY OFFICE LLC 402,746$10,274,0005.02%
Hochman Cole Investment Advisors, Inc. 430,157$10,973,0004.61%
Iron Horse Wealth Management, LLC 228,244$5,823,0004.36%
STABLEFORD CAPITAL II LLC 307,515$7,845,0003.97%
Trinity Legacy Partners, LLC 361,210$9,341,0003.72%
RATIONAL ADVISORS LLC 753,116$19,212,0003.55%
Oxinas Partners Wealth Management LLC 173,781$4,433,0002.82%
Alaethes Wealth LLC 115,878$2,956,0002.74%
View complete list of GLOBAL X FDS shareholders